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The Daily Boeing: key stories for 8 July 2024

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Today’s key stories focus on Boeing’s decision regarding the Department of Justice plea deal as the deadline stretched into the weekend.  Boeing either “needs to accept a plea deal, or argue at trial why it’s innocent of a crime they…

Implications as new delivery rates fade

supply chain management

Airlines and lessors are frustrated by slow delivery rates on their ordered aircraft. We previously wrote a note discussing the recovering supply chain . As the year progressed, the supply chain appeared more stressed than we had thought.  There is…

The Daily Boeing: key stories for 5 July 2024

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It has been an eventful 4th of July holiday week for Boeing.  Today’s key stories focus on Boeing’s ongoing quality issues and its forthcoming “sweetheart” agreement with the Department of Justice.  With a new whistleblower indicating that what we’ve seen…

The Daily Boeing: key stories for 3 July 2024

Today’s key stories focus on speculation that Pat Shanahan, former Boeing VP and now CEO of Spirit AeroSystems, could become David Calhoun’s replacement.  It is our view that, just like Stephanie Pope, both executives are steeped in the Boeing culture…